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Orion Porfolio Solutions, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on SCHW, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 123,183 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,183 shares
    Change vs previous 13F -7,556 shares

    0.09% of the 13F portfolio, value $11,366,074.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 130,739 shares
    Change vs previous 13F -25,610 shares

    0.1% of the 13F portfolio, value $12,286,917.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 156,349 shares
    Change vs previous 13F -4,767 shares

    0.11% of the 13F portfolio, value $15,620,849.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 161,116 shares
    Change vs previous 13F -15,369 shares

    0.12% of the 13F portfolio, value $15,381,756.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 176,485 shares
    Change vs previous 13F +25,181 shares

    0.14% of the 13F portfolio, value $16,102,509.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,304 shares
    Change vs previous 13F -40,887 shares

    0.12% of the 13F portfolio, value $11,844,057.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 192,191 shares
    Change vs previous 13F +70,126 shares

    0.17% of the 13F portfolio, value $17,537,394.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 122,065 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,911,054.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).